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CASE STUDIES

Real Business Success Stories

When it comes to making critical business decisions, whether expanding, selling, or navigating ownership changes – expert financial guidance can mean the difference between success and costly missteps. Below are real-world examples of how my valuation expertise and strategic financial leadership have helped business owners maximize their value and achieve their goals.

Business Valuation & Partner Buyout Resolution

By leveraging valuation expertise and strategic negotiation, we secured the departing partner’s full debt repayment. This ensured my client could retain full control of the business without absorbing unnecessary financial strain.
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Business Valuation & Minority Partner Buyout

I valued the minority stake at $16 million. With a clear valuation framework, the majority partner successfully negotiated and completed the buyout, securing 100% ownership of the market.
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Business Valuation & Expansion Strategy

I valued the market opportunity at $38 million and provided a comprehensive financial analysis. To confirm accuracy, the business owners engaged an investment banking firm for a second opinion.
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Why Work With Me?

More than 30 years of CFO and financial leadership experience across multiple industries
Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), and Certified Fraud Examiner (CFE)
Proven track record of helping businesses grow, restructure, and exit profitably
Fast, accurate business valuation and brokerage services with a results-driven approach

Your Business Is More Than Numbers – It Is Your Legacy

Whether you are looking to operate, grow, restructure, or sell, I provide the strategic guidance and financial expertise to help you make the most profitable and informed decisions.

Let’s Start Building Your Business Value Today.

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